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Valued Wealth Advisors’s Emerson Electric EMR Stock Holding History

Valued Wealth Advisors’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$72.7K Sell
508
-2
-0.4% -$282 0.03% 87
2026
Q1 		$66.8K Buy
510
+67
+15% +$9.63K 0.03% 85
2025
Q4 		$58.8K Hold
443
– – 0.03% 85
2025
Q3 		$58.1K Sell
443
-2
-0.4% -$273 0.03% 79
2025
Q2 		$59.3K Buy
445
+2
+0.5% +$229 0.03% 74
2025
Q1 		$48.6K Buy
443
+2
+0.5% +$241 0.03% 91
2024
Q4 		$54.7K Sell
441
-8
-2% -$970 0.03% 81
2024
Q3 		$49.1K Buy
449
+8
+2% +$861 0.03% 78
2024
Q2 		$48.6K Hold
441
– – 0.03% 73
2024
Q1 		$50K Hold
441
– – 0.04% 69
2023
Q4 		$42.6K Buy
+441
New +$40.4K 0.04% 55

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Valued Wealth Advisors's EMR Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Emerson Electric (EMR) stake by 0.39% in Q2 2026, selling an estimated $282 and leaving 508 shares worth $72.7K. The position accounts for 0.03% of the portfolio, ranked #87.

Valued Wealth Advisors first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Valued Wealth Advisors held 508 shares of Emerson Electric worth $72.7K as of Q2 2026.
  • Valued Wealth Advisors sold 2 Emerson Electric shares in Q2 2026, an estimated $282.
  • Emerson Electric made up 0.03% of Valued Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Valued Wealth Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.